Fund shareholders of Evercore Inc
ISIN US29977A1051 · United States · LEI 529900P6KLPT95DW3W58
- Fund shareholders
- 507
- Of which ETFs
- 121 386 other funds
- Value held
- 4.9B $ 38.8M SEK · 117.6K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,676 | 3.4M $ | 0.32 % | as of Apr 30, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 10,657 | 30.3M SEK | 0.11 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 10,632 | 3.4M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 10,471 | 3.1M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 10,420 | 3.1M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 10,190 | 3.3M $ | 0.15 % | as of Apr 30, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 10,122 | 3M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 10,115 | 3M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 9,901 | 3M $ | 0.53 % | as of Mar 31, 2026 ↗ |
| SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 9,697 | 2.9M $ | 0.99 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,563 | 3.1M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 9,418 | 2.8M $ | 1.65 % | as of Mar 31, 2026 ↗ |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 9,188 | 3M $ | 0.57 % | as of Apr 30, 2026 ↗ |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 8,714 | 2.6M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 8,644 | 2.6M $ | 0.34 % | as of Mar 31, 2026 ↗ |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 8,582 | 2.6M $ | 0.48 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 8,495 | 2.5M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| AQR Managed Futures Strategy HV Fund AQR Funds | 8,464 | 2.5M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 8,429 | 2.6M $ | 0.54 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 8,374 | 2.7M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Disciplined Core Equity Fund American Century Quantitative Equity Funds, Inc. | 8,372 | 2.5M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 8,223 | 2.5M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 8,141 | 2.4M $ | 3.10 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. GARP Equity Fund JPMorgan Trust I | 8,028 | 2.4M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price All-Cap Opportunities Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 7,808 | 2.3M $ | 0.47 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 7,740 | 2.5M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 7,595 | 2.3M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 7,505 | 2.2M $ | 0.26 % | as of Mar 31, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 7,473 | 2.4M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Victory Mid-Cap Core Growth Fund Victory Portfolios | 7,300 | 2.2M $ | 0.79 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 7,283 | 2.2M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 7,165 | 2.2M $ | 0.18 % | as of Feb 28, 2026 ↗ |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 7,125 | 2.1M $ | 0.35 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 7,057 | 2.3M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III | 7,053 | 2.3M $ | 0.69 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST | 7,025 | 2.3M $ | 0.56 % | as of Apr 30, 2026 ↗ |
| William Blair Growth Fund WILLIAM BLAIR FUNDS | 6,953 | 2.1M $ | 1.07 % | as of Mar 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 6,804 | 2M $ | 0.74 % | as of Mar 31, 2026 ↗ |
| Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 6,745 | 2M $ | 1.05 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 6,661 | 2M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 6,654 | 2M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 6,651 | 2M $ | 0.55 % | as of Mar 31, 2026 ↗ |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 6,637 | 2M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 6,413 | 1.9M $ | 0.84 % | as of Mar 31, 2026 ↗ |
| Mid-Cap Value Portfolio PACIFIC SELECT FUND | 6,322 | 1.9M $ | 0.47 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 6,316 | 2M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 6,279 | 1.9M $ | 0.50 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 6,266 | 1.9M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Thrivent Small Cap Value ETF Thrivent ETF Trust | 6,262 | 1.9M $ | 1.19 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,183 | 1.9M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 6,099 | 1.8M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 6,097 | 2M $ | 0.32 % | as of Apr 30, 2026 ↗ |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,082 | 2M $ | 0.15 % | as of Apr 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 6,057 | 1.9M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,889 | 1.9M $ | 0.36 % | as of Apr 30, 2026 ↗ |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 5,782 | 1.7M $ | 0.52 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 5,613 | 1.8M $ | 0.30 % | as of Apr 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,556 | 1.7M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,486 | 1.6M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 5,467 | 1.8M $ | 0.37 % | as of Apr 30, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 5,463 | 1.6M $ | 1.64 % | as of Mar 31, 2026 ↗ |
| Boston Partners Long/Short Research Fund RBB Fund, Inc. | 5,460 | 1.7M $ | 0.28 % | as of Feb 28, 2026 ↗ |
| Mid Cap Value Fund VALIC Co I | 5,398 | 1.7M $ | 0.26 % | as of Feb 28, 2026 ↗ |
| Victory Pioneer Select Mid Cap Growth VCT Portfolio Victory Variable Insurance Funds II | 5,388 | 1.6M $ | 1.65 % | as of Mar 31, 2026 ↗ |
| Boston Trust Walden SMID Cap Fund Boston Trust Walden Funds | 5,387 | 1.6M $ | 0.52 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 5,379 | 1.6M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 5,358 | 1.7M $ | 0.25 % | as of Apr 30, 2026 ↗ |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 5,344 | 1.6M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 5,231 | 1.7M $ | 0.99 % | as of Apr 30, 2026 ↗ |
| Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. | 5,200 | 1.6M $ | 0.37 % | as of Mar 31, 2026 ↗ |
| EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 5,200 | 1.6M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| AQR Alternative Risk Premia Fund AQR Funds | 5,182 | 1.5M $ | 0.32 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,090 | 1.5M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Catalyst Dynamic Alpha Fund MUTUAL FUND SERIES TRUST | 5,025 | 1.5M $ | 1.38 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 4,953 | 1.5M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 4,822 | 1.4M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 4,800 | 1.4M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 4,787 | 1.4M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 4,748 | 1.5M $ | 0.13 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 4,740 | 1.5M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 4,718 | 1.4M $ | 0.41 % | as of Mar 31, 2026 ↗ |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 4,717 | 1.5M $ | 0.36 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 4,700 | 1.4M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 4,446 | 1.4M $ | 0.82 % | as of Feb 28, 2026 ↗ |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 4,437 | 1.4M $ | 0.36 % | as of Apr 30, 2026 ↗ |
| WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust | 4,423 | 1.4M $ | 1.33 % | as of Apr 30, 2026 ↗ |
| Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL | 4,373 | 1.4M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust | 4,305 | 1.3M $ | 0.93 % | as of Feb 28, 2026 ↗ |
| Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | 4,300 | 1.3M $ | 1.35 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 4,243 | 1.3M $ | 0.26 % | as of Feb 28, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 4,228 | 1.4M $ | 0.17 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 4,214 | 1.3M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco V.I. Main Street Mid Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 4,147 | 1.2M $ | 0.83 % | as of Mar 31, 2026 ↗ |
| Fidelity Balanced K6 Fund Fidelity Puritan Trust | 4,137 | 1.3M $ | 0.06 % | as of Feb 28, 2026 ↗ |
| WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 4,100 | 1.2M $ | 2.61 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 4,099 | 1.2M $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 4,069 | 1.2M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| TimesSquare Quality Mid Cap Growth ETF 2023 ETF Series Trust | 3,996 | 1.2M $ | 3.34 % | as of Feb 28, 2026 ↗ |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 3,978 | 1.3M $ | 0.42 % | as of Apr 30, 2026 ↗ |
| GuideMark Large Cap Core Fund GPS Funds I | 3,969 | 1.2M $ | 0.16 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions | 3.66 % | as of Mar 31, 2026 ↗ |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 3.62 % | as of Mar 31, 2026 ↗ |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions | 3.34 % | as of Mar 31, 2026 ↗ |
| TimesSquare Quality Mid Cap Growth ETF 2023 ETF Series Trust | 3.34 % | as of Feb 28, 2026 ↗ |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 3.10 % | as of Mar 31, 2026 ↗ |
| Tremblant Global ETF Managed Portfolio Series | 2.61 % | as of Mar 31, 2026 ↗ |
| WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 2.61 % | as of Mar 31, 2026 ↗ |
| Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND | 2.29 % | as of Mar 31, 2026 ↗ |
| CRM MID CAP VALUE FUND CRM Mutual Fund Trust | 2.12 % | as of Apr 30, 2026 ↗ |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | 1.95 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 504 | +30 | 16,004,644 | +1.9 % |
| 2026Q1 | 474 | 0 | 15,706,658 | -7.1 % |
| 2025Q4 | 474 | +16 | 16,902,729 | +0.1 % |
| 2025Q3 | 458 | +16 | 16,888,815 | +6.7 % |
| 2025Q2 | 442 | -34 | 15,832,250 | -5.5 % |
| 2025Q1 | 476 | +10 | 16,761,795 | -1.3 % |
| 2024Q4 | 466 | +9 | 16,977,564 | -5.1 % |
| 2024Q3 | 457 | +3 | 17,887,093 | +4.8 % |
| 2024Q2 | 454 | +23 | 17,068,350 | +7.1 % |
| 2024Q1 | 431 | +6 | 15,937,967 | -6.0 % |
| 2023Q4 | 425 | 16,958,465 |
Institutional managers
643 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,648,858 | 1.1B $ | as of Mar 31, 2026 |
| FMR LLC | 1,669,662 | 498.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,424,686 | 425.3M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,316,852 | 388.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,179,024 | 352M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,043,338 | 311.5M $ | as of Mar 31, 2026 |
| TD Asset Management Inc | 958,472 | 286.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 917,801 | 274M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 623,259 | 186M $ | as of Mar 31, 2026 |
| Boston Partners | 580,174 | 173.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 548,530 | 163.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 524,531 | 156.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 468,882 | 133.7M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 424,719 | 126.8M $ | as of Mar 31, 2026 |
| BAHL & GAYNOR INC | 401,833 | 120M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 390,584 | 116.6M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 369,040 | 110.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 357,164 | 106.6M $ | as of Mar 31, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | 353,950 | 105.7M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 331,109 | 98.8M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 326,665 | 97.5K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 319,237 | 95.3M $ | as of Mar 31, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 318,967 | 95.2M $ | as of Mar 31, 2026 |
| Paralel Advisors LLC | 300,000 | 89.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 292,605 | 87.3M $ | as of Mar 31, 2026 |
Declared shareholders of Evercore Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 5.02 % | 1,989,795 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Evercore Inc". https://titelia.com/en/stocks/evercore-inc-US29977A1051